310.342.0111

Privacy Policy

All of us at Rathbun Sargent Insurance and Financial Services (“Rathbun Sargent” or “we”) recognize that our customers and visitors to the Rathbun Sargent website care how information about them is collected, used and shared. This Privacy Policy describes the kind of information we may collect from or about you, and how that information is used, disclosed and protected. This Privacy Policy also tells you what to do if you do not want your personal information used in the manner described here.

We may update this Privacy Policy from time to time. The effective date noted below indicates the date that this Privacy Policy was last updated. You are encouraged to click the “Privacy Policy” link on our website frequently to determine if there have been any changes to this Privacy Policy.

1. Information we collect from your use of our website

Rathbun Sargent may use various methods to collect information that is disclosed through your use of our website at www.rathbunsargent.com (“website”) including:

  • Cookies
  • Web beacons
  • Referrers
  • IP addresses
  • System information
  • Future technologies and methods

We treat all personal information that we collect with the same confidentiality, no matter how it is collected.

Online Forms

We collect your email address and certain other information that you provide when you submit questions and comments to us as described in our website, and when you sign up through our website to receive notices from us. We may use that information to communicate with you about your questions and comments, and to provide those notices to you. You may unsubscribe from receiving emails from us in the manner described in our emails.

Cookies

A “cookie” is an element of data that a website can send to your browser, which may then be stored on your computer system. It can help provide you with a tailored user experience, to understand your preferences and to personalize the content you see. Some of the website’s pages may use cookies. Rathbun Sargent does not require that you accept cookies. You can set your browser to notify you when you receive cookies, and to block them.

Web Beacons

Web beacons are images that can be placed in web pages and some forms of email. Web beacons can be used to deliver cookies and to collect information about your use of the website. For example, we may use web beacons to count the number of your visits to the website.

Referrers

A “referrer” is the information passed along by a web browser that references the web URL from which you come to the website. Referrers are automatically collected by web servers. They are used by Rathbun Sargent to identify the websites referring traffic to the website, and to present appropriate content to the website’s users. Referrer information may be used by Rathbun Sargent to identify general trends and traffic patterns. For example, Rathbun Sargent may use referrer information to identify the information on the website that is viewed by individuals referred by certain other websites.

IP Addresses

IP addresses are used by your computer every time you are connected to the Internet. Your IP address is a number that is used to identify your computer so that data (such as the web pages you request) can be sent to you. They are automatically collected by web servers.

System Information

System information Rathbun Sargent collects might include, among other things, the type of web browser being used. This information is sent automatically by your web browser when you are connected to the website and is used by Rathbun Sargent only to identify broad demographic statistics and general trends and traffic patterns.

2. Other online collection

At times we might collect information from you through other online means. For example, we may collect information that you provide through Facebook, a survey or other online services and systems that you can access online. That information might include information that you provide in order to provide feedback or ask questions.

3. Future technologies and methods

As technologies change, we might collect information in different ways. We will use reasonable efforts to give notice of new ways in which we collect information. Whether or not we provide such notice, we will continue to treat all personal information that we collect in the same manner.

4. Information Rathbun Sargent shares with others

At times, Rathbun Sargent must disclose information about Rathbun Sargent customers to Rathbun Sargent business partners, so that they may perform services or provide products for us to offer to our clients. In particular, we must provide some information to others in order to facilitate your purchases of retirement products.

Rathbun Sargent requires such business partners to keep your information confidential. Rathbun Sargent may disclose personal information to such business partners without additional notice.

Rathbun Sargent may also disclose the information we collect to other parties for other purposes, provided that it is de-identified and aggregated with other data.

Rathbun Sargent might also be required to disclose certain information in order to comply with applicable law.

5. Contact us

Please contact us directly at 310.342.0111 with any Privacy Policy questions or comments you may have.

6. Changes to Rathbun Sargent Privacy Policy

Use of the information that Rathbun Sargent collects about you is subject to the Privacy Policy in effect at the time the information is provided or collected. However, Rathbun Sargent may change this Privacy Policy. You should check the Site for changes to the Rathbun Sargent Privacy Policy.

7. Governing law

This Privacy Policy will be governed by and construed in accordance with the laws of the State of California, United States of America. All controversies and claims arising out of or relating to this Privacy Policy will be settled by arbitration administered by the American Arbitration Association under Commercial Arbitration Rules. The arbitration will be conducted in the English language. Judgment on any award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Effective as of August 31, 2017